Diamond Hill Capital recently released its Q1 2020 Investor Letter, a copy of which you can download below. The Diamond Hill Small Cap Fund posted a return of -36.17% for the quarter, underperforming its benchmark, the Russell 2000 Index which returned -30.61% in the same quarter. You should check out Diamond Hill Capital’s top 5 […]

Many sectors that have traditionally been favorites of investors have been upended in recent years. In the wake of the novel coronavirus pandemic, some of these may never recover. Retail was already in trouble before coronavirus lockdowns shuttered stores. Unless your name is Amazon (NASDAQ:AMZN), survival mode is now the name of the game. The […]

Stocks got the heck beat out of them a couple of months ago. Then, as the Federal Reserve and Congress stepped in, most recouped their losses. Stimulus and the end (or expected end) of the lockdown fueled them higher. But some have languished. Here’s a list of the industries in the S&P 500 Index that have fared the […]

If there is one aspect of the travel industry that may take a very long time to fully recover, it has to be the cruise lines. Cruises already were not universally adored as a travel venue before the novel coronavirus turned into the COVID-19 pandemic. Many people still want to go on cruises, but there […]

The novel coronavirus created a big and scary crisis that brought the U.S. economy to its knees. But it increasingly appears that the worst of the pandemic is over. Over the next few quarters, the economy should reopen and rebound. Consumer spending trends should recover. And beaten-up retail stocks will bounce back in a big […]

The novel coronavirus has triggered significant uncertainty in the global economy. In times like these, it makes sense to be positioned in low-beta stocks with shored-up balance sheets. At the same time, a well-diversified portfolio can deliver returns that beat inflation or index returns. Without small-cap stocks, any portfolio will be incomplete. Let’s discuss 3 small-cap stocks […]

On June 1, InvestorPlace advisor Louis Navellier had a dose of reality for United Airlines (NASDAQ:UAL) shareholders, suggesting that the company and, by extension, UAL stock, had tough times ahead.“There is no relief for United or other airlines in the near future. Business travel has all but stopped during the pandemic. Those highly profitable business class seats may never […]

SummaryI want to be clear that I am talking about the financial aspect of the riots taking place across America.Investors are asking me, should I sell my stocks?Absolutely not.Transcript: America is burning. That’s what every media outlet will tell you. And investors are asking me, should I sell my stocks? Hi, I’m Jason Kelly with The Kelly […]

Diamond Hill Capital recently released its Q1 2020 Investor Letter, a copy of which you can download below. The Diamond Hill Small Cap Fund posted a return of -36.17% for the quarter, underperforming its benchmark, the Russell 2000 Index which returned -30.61% in the same quarter. You should check out Diamond Hill Capital’s top 5 […]

We often see insiders buying up shares in companies that perform well over the long term. On the other hand, we’d be remiss not to mention that insider sales have been known to precede tough periods for a business. So before you buy or sell The J. M. Smucker Company (NYSE:SJM), you may well want to […]